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International Paper

620 hedge funds and large institutions have $18.7B invested in International Paper in 2013 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 193 increasing their positions, 244 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more call options, than puts

Call options by funds: $857M | Put options by funds: $443M

88% more funds holding in top 10

Funds holding in top 10: 815 (+7)

37% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 70

8% more capital invested

Capital invested by funds: $17.4B → $18.7B (+$1.33B)

3% more funds holding

Funds holding: 600620 (+20)

1.12% less ownership

Funds ownership: 93.4%92.28% (-1.1%)

21% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 244

Holders
620
Holders Change
+20
Holders Change %
+3.33%
% of All Funds
18%
Holding in Top 10
15
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+87.5%
% of All Funds
0.44%
New
96
Increased
193
Reduced
244
Closed
70
Calls
$857M
Puts
$443M
Net Calls
+$414M
Net Calls Change
+$193M
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$1.53B -$46.2M -1,078,386 -3%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.38B +$16M +374,716 +1%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.36B +$343M +8,020,341 +37%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.13B +$24.2M +564,689 +2%
BIT
5
BlackRock Institutional Trust
California
$631M +$3.4M +79,368 +0.6%
Ameriprise
6
Ameriprise
Minnesota
$436M -$2.84M -66,279 -0.7%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$408M +$41.2M +963,634 +12%
Allianz Asset Management
8
Allianz Asset Management
Germany
$402M +$14.3M +333,642 +4%
Invesco
9
Invesco
Georgia
$380M -$1.07M -25,072 -0.3%
Franklin Resources
10
Franklin Resources
California
$363M +$17.2M +402,724 +5%
BA
11
BlackRock Advisors
Delaware
$359M -$40.7M -949,948 -11%
BFA
12
BlackRock Fund Advisors
California
$336M +$12.9M +302,382 +4%
VOYA Investment Management
13
VOYA Investment Management
Georgia
$335M +$32.1M +751,033 +11%
Northern Trust
14
Northern Trust
Illinois
$314M -$7.98M -186,510 -3%
EIP
15
Epoch Investment Partners
New York
$294M -$20.8M -485,886 -7%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$259M -$383M -8,953,336 -61%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$239M -$42.9M -1,003,259 -16%
SC
18
Sasco Capital
Connecticut
$222M +$23.4M +545,907 +13%
ClearBridge Investments
19
ClearBridge Investments
New York
$220M -$60.3M -1,409,080 -23%
Boston Partners
20
Boston Partners
Massachusetts
$212M +$29.9M +698,747 +18%
Goldman Sachs
21
Goldman Sachs
New York
$201M -$4.11M -96,103 -2%
TP
22
Third Point
New York
$196M -$11.5M -267,696 -6%
APG Asset Management
23
APG Asset Management
Netherlands
$194M -$525K -12,266 -0.3%
Wells Fargo
24
Wells Fargo
California
$193M +$15.3M +357,734 +9%
BG
25
BlackRock Group
United Kingdom
$190M +$4.47M +104,505 +3%

IP Hedge Fund Activity: Q4 2013 in Review

620 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in International Paper (IP) for Q4 2013, worth a combined $18.7B — up 7.7% from $17.4B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new IP positions and 70 closed out — a net gain of 26 holders — while 193 added to existing stakes and 244 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $343M. The largest seller was Fidelity Investments, cutting an estimated $383M.

  • 620 institutional investors held International Paper (IP) as of Q4 2013, up from 600 in Q3 2013.
  • Funds reported $18.7B of International Paper stock for Q4 2013, up 7.7% quarter-over-quarter.
  • 96 funds opened new International Paper positions in Q4 2013 and 70 closed out, a net change of +26 holders.
  • The largest International Paper buyer in Q4 2013 was Wellington Management Group, an estimated $343M added.
  • The largest International Paper seller in Q4 2013 was Fidelity Investments, an estimated $383M sold.

Based on aggregated 13F filings for Q4 2013.